Enhancements

Enhancement: "Notes to Dispatcher" Merge Tag for Emails and Texts

What’s New?

We’ve added a new merge tag, "Notes to Dispatcher"! This tag lets you automatically include notes to the dispatcher into email and text messages!

How it Works
When setting up email and text templates, you can now use the "Notes to Dispatcher" merge tag to pull in any notes for the dispatcher added to events on the schedule. This means your dispatcher can be notified with job-specific info without needing to look it up manually.

💡 Example:

You set up an automation to notify the dispatcher when a job is completed.

Now, you can include "Notes to Dispatcher" in that automated email or text message, and the dispatcher will automatically see any notes that were left for them. This way, the dispatcher will not need to search through the schedule to find the notes that were meant for them, saving valuable time in their workflow.

Enhancement: New Search Library Implemented for the Wiki Search

What’s New?

We've improved the Wiki Search experience by upgrading the library behind it, using the same custom-built library we recently added to the Global Search Bar! This new, custom-built search library has replaced the old outdated library, which means searches are faster, more accurate, and more reliable.

How it Works
You won’t see any changes to the look of the search bar, but behind the scenes, we’ve swapped out the old library for a new and improved one we built ourselves. This means:

✅ Better performance – search results load faster.

✅ Improved reliability – fewer glitches and more accurate results.

✅ Future flexibility – we now have more control to continue improving search features.

That’s it! You can keep using Wiki Search as usual—just better.

Bug Fixes

Issue: When editing an Estimate in “Accepted” status, all line items were getting unchecked automatically, even if they were previously selected.

Resolution: Updated the system to use the same logic for handling line items in both the client and business views, so checkboxes now stay correctly selected when editing an accepted Estimate.

Issue: On the Estimate Page History, line breaks were showing up as <br /> code instead of creating a new line, making the estimate history hard to read.

Resolution: Fixed the formatting so that line breaks now display properly, making the history easier to read and understand.

Issue: When routing from the Dispatch Board, only "Visit" type events were being counted as routable events.

Resolution: Fixed the dispatch logic so that it now includes all event types with properties assigned to the event when determining routable events.

Issue: When sending text messages that included the Estimate and Invoice link merge tags, the populated merge tags were showing as raw code instead of clickable links.

Resolution: Fixed the issue so that Estimate and Invoice links now appear correctly in text messages, making them easy to tap and view.

Issue: When automations sent emails that included emojis, the emojis appeared as question marks ("?") instead of displaying correctly.

Resolution: Fixed this by updating the way our system stores email templates so it can now fully support emojis in automated emails. Accounts with existing email templates containing emojis will need to update the email templates for the emojis to display correctly. Simply edit the email template, then save without making any changes.